Senior Portfolio Construction Analyst

Location: New York City, United States; hybrid role with a minimum of three days per week in the office.

Salary: $95,000–$125,000 base salary plus annual bonus.

Company

hirify.global is a global financial services firm providing investor services, capital markets expertise, technology solutions, and client portfolio management.

What you will do

• Implement recommended equity, fixed income, cash, private investment, and asset allocation strategies across client portfolios in accordance with signed Investment Policy Statements.
• Execute equity and fixed income trades, including client-directed, relationship manager-directed, specialty, control person, subscription, redemption, withdrawal, and tax-loss harvesting trades.
• Size trades, perform pre-trade compliance, review trade blocks and SMA variances, and complete post-trade controls to verify trade and portfolio accuracy.
• Rebalance accounts in a tax-efficient and prudent manner, monitor and correct portfolio drift, and deploy or raise cash as needed.
• Review account coding, investment restrictions, SMA codes, and allocation settings to ensure alignment with client investment objectives.
• Act as a liaison with relationship managers and explain portfolio implementation services to relationship teams while supporting Centralized Portfolio Implementation initiatives.

Requirements

• BA degree or equivalent.
• 4+ years of experience.
• Prior trading and/or portfolio implementation experience.
• Strong Excel and PowerPoint skills.

Nice to have

• Charles River experience.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Collaborative culture that encourages collective debate, knowledge sharing, and contribution across the organization.
• Professional guidance and mentoring from experienced leaders.
• Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
• Commitment to diverse experiences and transferable skillsets.